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Xcel Wealth Management’s ExxonMobil XOM Stock Holding History

Xcel Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$776K Sell
4,576
-358
-7% -$52.2K 0.21% 80
2025
Q4 		$594K Buy
4,934
+122
+3% +$14.2K 0.15% 89
2025
Q3 		$543K Buy
4,812
+9
+0.2% +$1K 0.14% 95
2025
Q2 		$518K Sell
4,803
-595
-11% -$63.6K 0.15% 90
2025
Q1 		$642K Buy
5,398
+3,125
+137% +$346K 0.2% 80
2024
Q4 		$245K Hold
2,273
– – 0.07% 120
2024
Q3 		$266K Sell
2,273
-168
-7% -$19.4K 0.08% 116
2024
Q2 		$281K Buy
+2,441
New +$284K 0.09% 109
2023
Q3 		– Sell
-1,922
Closed -$206K – 137
2023
Q2 		$206K Hold
1,922
– – 0.07% 130
2023
Q1 		$211K Sell
1,922
-325
-14% -$35.9K 0.07% 125
2022
Q4 		$248K Sell
2,247
-175
-7% -$18.8K 0.1% 110
2022
Q3 		$211K Sell
2,422
-225
-9% -$20.5K 0.08% 113
2022
Q2 		$227K Sell
2,647
-8,794
-77% -$793K 0.08% 113
2022
Q1 		$945K Sell
11,441
-175
-2% -$13.6K 0.26% 70
2021
Q4 		$711K Sell
11,616
-1,994
-15% -$125K 0.18% 85
2021
Q3 		$801K Buy
13,610
+1,352
+11% +$77K 0.23% 75
2021
Q2 		$773K Buy
+12,258
New +$732K 0.23% 78
2019
Q2 		– Sell
-2,787
Closed -$225K – 81
2019
Q1 		$225K Buy
+2,787
New +$212K 0.23% 73

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Xcel Wealth Management's XOM Position: Q1 2026 in Review

Xcel Wealth Management reduced its ExxonMobil (XOM) stake by 7.3% in Q1 2026, selling an estimated $52.2K and leaving 4,576 shares worth $776K. The position accounts for 0.21% of the portfolio, ranked #80.

Xcel Wealth Management first reported a position in XOM in Q1 2019 and has held it in 18 quarters since. The position peaked at $945K in Q1 2022. 4,762 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Xcel Wealth Management held 4,576 shares of ExxonMobil worth $776K as of Q1 2026.
  • Xcel Wealth Management sold 358 ExxonMobil shares in Q1 2026, an estimated $52.2K.
  • ExxonMobil made up 0.21% of Xcel Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Xcel Wealth Management first reported a position in ExxonMobil in Q1 2019 and has held it in 18 quarters since.
  • Xcel Wealth Management's ExxonMobil position peaked at $945K in Q1 2022.
  • 4,762 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.